Reports
Pipeline, replies and where deals came from.
Open Home, then Reports, and choose 7, 30 or 90 days.
- Total prospects, new this week, pipeline value, won and lost.
- Pipeline by stage, with the value at each one.
- Where your deals came from: an email reply, the Caller Console, LinkedIn, an Insights signal or an inbound enquiry.
- Replies and meetings by week, and the totals for email, calls and LinkedIn.
The CRM also has its own dashboard. Open CRM, then Dashboard, and press Customise to choose what it shows.
Keep reading
The Leads inbox
Read Every new enquiry in one place.
Deals and the pipeline
Read Move deals through your stages.
Create a deal from a reply
Read One click from a good reply to a deal.
Still stuck?Email us and a person will reply, usually within one business day.
Contact us